Gerald Joseph Castellano

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2014 → 03/2023
  Allied Wealth Partners
  Parsippany, NJ
• 06/2014 → 03/2023
  Minnesota Life Insuranc Company
  St Paul, MN
• 06/2014 → 03/2023
  Securian Financial Services, Inc
  St Paul, MN
• 03/2023 → Present
  Lpl Financial Llc
  Mahwah, NJ

Previous Registrations

• 2014-06-13 → 2023-03-14
  Securian Financial Services, Inc.
  Parsippany, NJ
  New York, NY
  Parsippany, NJ
• 2002-06-21 → 2014-06-23
  New England Securities
  Elmsford, NY
  Mahwah, NJ
  Elmwood Park, NJ
  New York, NY

Exams

• S63 Uniform Securities Agent State Law Examination
  1985-11-01

Designations

• Chartered Financial Consultant

Other Names

• Gerald J Castellano